Bill Bockwoldt, CFP®, MBA, CEPA®
SVP, Advisor at Wealthspire Advisors- Claim this Profile
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Bio
Alex Tan
Bill is a savvy marketing professional. He is very knowledgeable not only in the field of biometrics but also across the broader spectrum of technology leading to innovative solutions with partners to position UPEK ahead of the curve. Working with Bill across the globe was a pleasure and his support time and again made the difference in helping my team move forward.
Steven Marks
Bill was a pretty savvy marketing guy who really helped me polish technical reports so that it would be more accessable to our foreign customers. He worked well with engineering.
Francois Jeanneau
Bill's ability to think not only strategically but also tactically makes him a great business leader. This, along with his comprehensive understanding of technology, business modeling, partnering models, and technology product management, has made him one of the most effective marketing/biz development directors I've worked with. It has been a real pleasure to work with Bill. I highly recommend him and hope I will have the pleasure to work with him again in the future.
Alex Tan
Bill is a savvy marketing professional. He is very knowledgeable not only in the field of biometrics but also across the broader spectrum of technology leading to innovative solutions with partners to position UPEK ahead of the curve. Working with Bill across the globe was a pleasure and his support time and again made the difference in helping my team move forward.
Steven Marks
Bill was a pretty savvy marketing guy who really helped me polish technical reports so that it would be more accessable to our foreign customers. He worked well with engineering.
Francois Jeanneau
Bill's ability to think not only strategically but also tactically makes him a great business leader. This, along with his comprehensive understanding of technology, business modeling, partnering models, and technology product management, has made him one of the most effective marketing/biz development directors I've worked with. It has been a real pleasure to work with Bill. I highly recommend him and hope I will have the pleasure to work with him again in the future.
Alex Tan
Bill is a savvy marketing professional. He is very knowledgeable not only in the field of biometrics but also across the broader spectrum of technology leading to innovative solutions with partners to position UPEK ahead of the curve. Working with Bill across the globe was a pleasure and his support time and again made the difference in helping my team move forward.
Steven Marks
Bill was a pretty savvy marketing guy who really helped me polish technical reports so that it would be more accessable to our foreign customers. He worked well with engineering.
Francois Jeanneau
Bill's ability to think not only strategically but also tactically makes him a great business leader. This, along with his comprehensive understanding of technology, business modeling, partnering models, and technology product management, has made him one of the most effective marketing/biz development directors I've worked with. It has been a real pleasure to work with Bill. I highly recommend him and hope I will have the pleasure to work with him again in the future.
Alex Tan
Bill is a savvy marketing professional. He is very knowledgeable not only in the field of biometrics but also across the broader spectrum of technology leading to innovative solutions with partners to position UPEK ahead of the curve. Working with Bill across the globe was a pleasure and his support time and again made the difference in helping my team move forward.
Steven Marks
Bill was a pretty savvy marketing guy who really helped me polish technical reports so that it would be more accessable to our foreign customers. He worked well with engineering.
Francois Jeanneau
Bill's ability to think not only strategically but also tactically makes him a great business leader. This, along with his comprehensive understanding of technology, business modeling, partnering models, and technology product management, has made him one of the most effective marketing/biz development directors I've worked with. It has been a real pleasure to work with Bill. I highly recommend him and hope I will have the pleasure to work with him again in the future.
Credentials
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Certified Financial Planner (CFP®)
Certified Financial Planner Board of StandardsJan, 2015- Nov, 2024
Experience
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Wealthspire Advisors
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United States
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Financial Services
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200 - 300 Employee
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SVP, Advisor
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Jan 2022 - Present
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Vibato, LLC
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United States
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Financial Services
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1 - 100 Employee
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Founder
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Jan 2009 - Present
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Private Ocean Wealth Management dba Wealthspire Advisors
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United States
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Financial Services
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1 - 100 Employee
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Principal and Financial Advisor (CFP®)
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Dec 2012 - May 2022
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UPEK
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United States
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Computer and Network Security
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1 - 100 Employee
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Director - Software Solutions
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Aug 2004 - Jan 2009
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Nokia
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Finland
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Telecommunications
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700 & Above Employee
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Program Manager
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2000 - 2004
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Tegal Corporation
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United States
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Semiconductor Manufacturing
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1 - 100 Employee
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Regional Marketing Manager
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1996 - 2000
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Education
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University of California - Haas School of Business
MBA -
San Francisco State University
CFP Certification -
Golden Gate University
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DeVRY Institute of Technology
BSEE